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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,846 | $45,126-78.2% | $85,187-88.4% | $74,459-86.8% |
| Participation rate | 23.5% | 49.4%-25.9pp | 67.5%-44.0pp | 67.2%-43.7pp |
| Annual return | 15.32% | 26.30%-11.0pp | 66.67%-51.3pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $357 | $1,460-75.5% | $2,732-86.9% | $2,626-86.4% |
| Participant deferral / active EE | $989 | $2,738-63.9% | $4,525-78.1% | $4,350-77.3% |
| Admin fee / account holder | $510 | $2,212-77.0% | $6,162-91.7% | $1,945-73.8% |